About MAPAX
NYLI WMC Value Fund Class A is an actively managed mutual fund specializing in the large value segment of the U.S. equity market. Its primary objective is to achieve long-term capital appreciation by investing at least 65% of its assets in equity securities of financially sound, but temporarily out-of-favor, companies that offer the potential for above-average total returns at below-average valuations. The fund employs a bottom-up, fundamental research-driven approach to identify investments with a compelling mix of value, quality, and capital return characteristics. It focuses on large-cap U.S. companies, emphasizing those with low price ratios and high dividend yields, and often exhibits a diversified sector exposure with notable holdings in financial services, healthcare, and technology sectors. Managed by a dedicated team leveraging both boutique autonomy and the resources of a major investment firm, the fund’s strategy aims to provide a disciplined, value-oriented solution for investors seeking exposure to established companies with resilient balance sheets and attractive long-term prospects. The NYLI WMC Value Fund Class A plays a significant role in the market by offering investors a vehicle for potentially reduced volatility and dividend income, complementing growth-focused equity strategies.
Fund Family New York Life Investment Management LLC
Category Large Value
Performance Rating Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol MAPAX
Share Class Class A
Index Russell 1000 Value NR
MAPAX had a total return of 14.10% in the past year, including dividends. Since the fund's
inception, the average annual return has been 16.59%.
